Merrill Lynch Global Wealth Management
The Marcum Team
Members of the Marcum Team have acted in an advisory capacity or as a board member for the following non-profit entities: Boys and Girls Clubs of El Paso, Junior League of El Paso, Sun Bowl Association, University Breast Care Center and the YWCA Southwest Delta Region/El Paso Del Norte Region.
Ronald L. Marcum, CSNA, CRPC ®
PIA Program Portfolio Manager
Ron has more than 34 years of experience providing financial and wealth management advice and services. He is a graduate of San Jose State University with a BA in History and received his Master’s degree in Management from Webster University in 1977. Ron spent over 8 years as a pilot in the US Air Force and flew commercial airliners for over 3 years. He joined Merrill Lynch in 1980 and leads the investment management services practice for the Marcum Team. He has the following securities licenses/registrations: Series, 7, Series 65, Series 63, Series 40, Series 31 and Series 8. Ron specializes in estate-planning issues, retirement planning and money management. Ron also focuses on foundations, pension funds, and other non-profit institutions.
Vice President, CRPC ®
PIA Program Portfolio Advisor
Kristi has over 14 years experience providing financial and wealth management advice and services. A graduate of the University of Texas at El Paso with both Bachelor’s degree in Interdisciplinary Studies in 1995 and a Master’s degree in Education in July of 2000. Prior to joining Merrill Lynch in August 2000, Kristi worked in the EPISD as a 7th and 8th grade Language Arts teacher. She has the following licenses/registrations: Series 7, Series 66 and Series 31. Her primary areas of practice are wealth management planning, mutual fund portfolios, residential lending, home financing and personal lending. Kristi also specializes in educational planning, retirement plans and lending opportunities for small businesses.
Registered Client Associate
Dwayne has over 15 years experience working in the financial services industry. Dwayne started his career at Merrill Lynch in 1999, where he worked for several years in both Operations and as a Client Associate. He left in 2005 to pursue an opportunity as a Compliance Manager with optionsXpress where he worked for 2 years. He then moved to Wells Fargo Investments, and in 2008 decided to join the Marcum Team and blend his experience in Compliance and Customer Service. Dwayne has his Series 7, Series 66 and Series 24 licenses/registrations.